Co-director @ Boston College International student Club
Education:
BA, English Language and Literature @
Fudan University
About:
MBA/MSF graduate at Boston College; CICPA/CFA candidate
Specialized in corporate finance; Experienced in financial analysis, modeling and leveraged finance
Familiar with financial commodities, structured finance and operational risk management.
Global Strategic Analytics, AVP @ • Provided structured & flexible data analytics and recommendations for different strategic and operational consulting projects
• Provided financial modeling, operational modeling, data analytics,
MBA/MSF graduate at Boston College; CICPA/CFA candidate
Specialized in corporate finance; Experienced in financial analysis, modeling and leveraged finance
Familiar with financial commodities, structured finance and operational risk management.
Global Strategic Analytics, AVP @ • Provided structured & flexible data analytics and recommendations for different strategic and operational consulting projects
• Provided financial modeling, operational modeling, data analytics, business analytics, strategic planning, and financial analysis at leading financial services firms
• Demonstrated success in communicating, mobilizing and managing relationships with internal and external clients at both the operational and senior management levels
• Comfort with navigating and breaking-down ambiguous problems or situations, learning new topics or acquiring new skills as necessary and innovating solutions beyond conventional confines From May 2015 to Present (8 months) Greater Boston AreaSenior Financial Consultant @ • Provided strategic and analytical suggestion to a leading global commercial bank with regard to different consulting objectives: efficiency initiatives, revenue increase, operation restructuring and business segmentations/consolidations.
• Provided financial suggestion to large financial institutions with regard to operational and market risk managements
• Analyzed and rolled-out risk control improvements for international banks according to regulatory requirements
• Assisted with the bank risk team to process the CCAR test and proposed an optimal capital planning model
• Analyzed the staffing and incentive model, and redesigned the allocation and objective strategy for a global retail bank
• Proposed a cost allocation model and integrated the US practice into global budget forecasting, with suggestion on cost savings From January 2014 to April 2015 (1 year 4 months) Greater Boston AreaCo-director @ From May 2012 to May 2013 (1 year 1 month) Greater Boston AreaSummer Associate @ • Provided a one-stop integrated financing package, from bonds to syndicated loans and capital market solutions.
• Assisted in preparing pitch books, fundamental financial analysis and market researches for capital market activities
• Prepared financial models and structures for M & A deals, IPO projects and land development investments
• Reviewed and prepared credit reports and cash flow analysis for cross-border loans. From July 2012 to September 2012 (3 months) Shanghai City, ChinaAcademic Year Consultant @ • Provided strategic and analytical advice to board members with sufficient financial analysis
• Analyzed the financial reports and market trends for both the company and its competitors.
• Prepared financial models and market reports to support the marketing decision and business planning
• Consulted with top management to support company-wide matters related to accounting and finance From January 2012 to June 2012 (6 months) Greater Boston AreaSenior Financial Consultant @ • Conducted financial due diligence and provided financial and strategic suggestion for further improvement
• Prepared valuation models and participated in final deal negotiations for the sell-side groups
• Conducted research for venture capitals to identify potential M & A targets. From October 2010 to July 2011 (10 months) Credit Risk Management @ • Review the financial and credit coverage models with the latest market trend and industry financial reports
• Sizing, analysis and cleaning of the non-performing loans global portfolio in order to rise global recovery rates.
• Conducted compliance checks and internal controls of the credit approval procedures. From November 2009 to October 2010 (1 year) Staff Financial Consultant @ • Tax computation with proficient knowledge of both PRC and foreign taxation law.
• Provided tax advisory services to large global clients, which helped to win a new USD65 million project
• Collected and summarized useful tax positioning with proficient consulting techniques and communicative skills. From August 2008 to November 2009 (1 year 4 months)
MBA / MSF, Finance @ Boston College - Carroll School of Management From 2011 to 2013 BA, English Language and Literature @ Fudan University From 2004 to 2008 BA, Economics @ Fudan University From 2005 to 2007 Xiao Li is skilled in: Chinese, Shanghainese, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Financial Advisory, Microsoft Excel, Due Diligence, Data Analysis, Mergers & Acquisitions
Websites:
https://adaadaadalee.wordpress.com/
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